Tanner WilliamsCRD Number: 6951635
Current Firm: Equitable Advisors, LLC
Tanner Williams (CRD# 6951635) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 3 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Equitable Advisors, LLC||New York, NY||Jul 2021 - Current||< 1|
|Pfs Investments Inc.||York, PA||Jun 2018 - Jun 2021||3|
|Primerica Financial Services||York, PA||Jul 2017 - Jun 2021||3|
|Tnt Fireworks||Chambersburg, PA||May 2019 - Jan 2021||1|
|Giant Food Stores, LLC||York, PA||Dec 2019 - Mar 2020||< 1|
|The Home Depot||East York, PA||May 2018 - Nov 2019||1|
|Stellar Building Services, LLC||York, PA||Jan 2016 - Aug 2017||1|
|Eastern York High School||Wrightsville, PA||Aug 2013 - Jun 2017||3|
|Eastern York Middle School||Wrightsville, PA||Dec 2012 - Aug 2013||< 1|
|Spring Grove Area Middle School||Spring Grove, PA||Aug 2011 - Dec 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2018|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management27,972MILLIONS
Total Number of Accounts70,048ACCOUNTS
Average Account Value$399,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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